Social Security VisualizerTM evaluates the results of over three-hundred possible claiming combinations unique to each couples’ situation. Five of the most likelsily benefit claiming choices are shown, including a sixth mathematically optimal choice based on the client information and planning assumptions used. The educational text, example benefit numbers, and comparison graphs provide the basis for an informed discussion of the reason and benefits for each claiming strategy.
Getting the most out of Social Security, and combining it efficiently with clients individual financial situation is different for each planning engagement. Simplifying concepts and helping clients grasp their own unique choices, is a big step towards a more informed Social Security claiming strategy.